Anupam Rasayan India Share Price

Conference Call with Anupam Rasayan India Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 5 days 20 hours ago

Specialty Chemicals company Anupam Rasayan India announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: Stood at Rs 6,357.83 million in Q4FY26, reflecting a YoY growth of 27.12% from Rs 5,001.58 million in Q4FY25, and a QoQ increase of 24.07% from Rs 5,124.47 million in Q3FY26. For FY26, revenue reached Rs 23,654.55 million, growing 64.61% YoY from Rs 14,369.74 million in FY25. Total Revenue: Reported at Rs 6,391.52 million for Q4FY26, marking a YoY rise of 26.39% against Rs 5,056.96 million in Q4FY25, and a QoQ growth of 24.22% from Rs 5,145.47 million in Q3FY26. Annual total revenue for FY26 stood at Rs 23,836.29 million, reflecting a 64.57% YoY increase from Rs 14,484.51 million in FY25. Profit after Tax (Net Profit): For Q4FY26, net profit was Rs 559.96 million, demonstrating a decline of 11.02% YoY from Rs 629.28 million in Q4FY25, and a drop of 7.59% QoQ from Rs 605.93 million in Q3FY26. For FY26, profit after tax grew 38.90% YoY to Rs 2,221.99 million compared to Rs 1,599.72 million in FY25. Net Profit Attributable to Owners: Stood at Rs 426.50 million in Q4FY26, down from Rs 445.67 million in Q4FY25 and Rs 490.41 million in Q3FY26. For FY26, it increased significantly to Rs 1,701.21 million from Rs 933.49 million in FY25. Standalone Financial Highlights: Revenue from Operations: Reached Rs 3,705.79 million in Q4FY26, showing a YoY growth of 12.07% from Rs 3,306.73 million in Q4FY25, but a QoQ decline of 7.67% from Rs 4,013.67 million in Q3FY26. Annual revenue for FY26 stood at Rs 16,755.67 million, up 87.03% YoY from Rs 8,958.99 million in FY25. Total Revenue: For Q4FY26, total revenue was Rs 3,730.65 million, an increase of 11.03% YoY from Rs 3,359.94 million in Q4FY25, but a QoQ drop of 8.18% from Rs 4,063.20 million in Q3FY26. Annual total revenue for FY26 reached Rs 16,955.30 million, growing 86.48% YoY from Rs 9,092.49 million in FY25. Profit after Tax (Net Profit): Stood at Rs 423.84 million in Q4FY26, up 11.27% YoY from Rs 380.91 million in Q4FY25, but down 11.55% QoQ from Rs 479.19 million in Q3FY26. For FY26, profit after tax grew substantially by 122.08% YoY to Rs 1,613.96 million compared to Rs 726.74 million in FY25. Business Highlights: Segment Performance: The Company is primarily engaged in the custom synthesis and manufacturing of specialty chemicals. The management and the Chief Operating Decision Maker (CODM) recognize this as the sole business segment; hence, separate segment-wise information is not required. Major Acquisition (Bliss GVS Pharma): The Board approved the acquisition, directly or indirectly, of equity shares carrying voting rights of up to 74.20% of the total paid-up share capital and control of Bliss GVS Pharma Limited. Consummation of Jayhawk Acquisition: The Company successfully consummated the acquisition of a 100% equity stake in Jayhawk Fine Chemicals Corporation (a U.S.-based specialty chemical company part of the CABB group) effective February 27, 2026. The purchase consideration was ~USD 150 million, executed through its wholly-owned subsidiary, Doriath S.à r.l. Goodwill on Acquisition: The Group recognized goodwill of Rs 5,402.56 million related to the acquisition of JayHawk Fine Chemicals Corporation on a provisional basis, pending the finalization of the purchase price allocation. Fundraising: The Board approved the raising of funds up to Rs 160 crore by issuing 16,000 Secured, Rated, Unlisted, Redeemable, Non-Convertible Debentures (NCDs) having a face value of Rs 1 lakh each, on a private placement basis. Dividend: The Board recommended a Final Dividend of Rs 1.5/- per Equity Share (15% of face value of Rs 10/- each) for the financial year 2025-26, subject to shareholder approval. Key Personnel Changes: The Board accepted the resignation of Mr. Vishal Thakkar from the post of Deputy Chief Financial Officer and Key Managerial Personnel of the Company with immediate effect. Tax Recomputation: Deferred tax assets and liabilities were recomputed by the Parent company based on the enactment of Finance Bill 2026, and the resulting impact of the remeasurement has been recognized in the Statement of Profit and Loss. Anand Desai, Managing Director, Anupam Rasayan India, said: “We are pleased to share that FY26 has been a landmark year for Anupam Rasayan, marked by strong operational execution, strategic expansion, and continued progress toward building a globally integrated specialty chemicals and CDMO platform. During the year, the Company achieved its highest-ever annual sales and operating cash flow performance, reflecting robust business momentum, operational efficiency, and strong cash generation. Growth was driven by commercialization of new products, addition of new multinational customers, and expanding engagements across key business verticals. We continue to strengthen our presence in niche and complex chemistries where technical expertise and long qualification cycles create strong entry barriers and sustainable growth opportunities. A key strategic milestone during the year was the successful acquisition of Jayhawk Fine Chemicals in the United States. Jayhawk delivered strong pro forma revenue of USD 95 million, reinforcing the strategic value of the acquisition and strengthening our global manufacturing footprint, advanced chemistry capabilities, and integrated CDMO platform. The acquisition also enhances our access to regulated markets and innovator customers across North America. Additionally, we have signed a definitive agreement to acquire Bliss GVS Pharma which will further strengthen our pharmaceutical value chain capabilities and is expected to create meaningful synergies across CDMO capabilities, product portfolio, and customer relationships. Looking ahead, we remain well-positioned for the next phase of growth, supported by increasing contribution from Performance Materials and the Pharma segment, a strong product pipeline, and expanding global customer engagements.” Result PDF

• Trendlyne
• 6 days 3 hours ago

Specialty chemicals maker Anupam Rasayan India has signed an agreement to acquire up to 43.3 per cent stake in pharmaceutical formulations company Bliss GVS Pharma Ltd for an estimated Rs 1,369.51 crore and launch an open offer to acquire a further 26 per cent in the firm, according to a statement The Surat-based company will acquire a 43.3 per cent stake at Rs 299 per share for Rs 1,369.51 crore, and launch a mandatory open offer for an additional 26 per cent from public shareholders at the same price, Anupam Rasayan said in a late-night regulatory filing. "We have entered into a definitive agreement to acquire 43.3-48.2 per cent equity stake and are making an open offer to the public shareholders of Bliss GVS Pharma," Anupam Rasayan India Managing Director Anand Desai said. The acquisition will be funded through a Rs 300 crore term loan, with the remaining amount financed via a non-controlling, non-voting equity instrument. "This will strategically strengthen our presence across

• Business Standard
• 1 week ago